Hold List
Stocks previously added to the Buy List, but not currently trading far enough under fair value to consider at this time. If the stock price falls 25% under fair value, they will show up in the Buy List. At 50% over fair value - or if the business no longer is attractive - we will consider moving it to the Sold List.
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| Ticker | Company | Added | Cost | Price | Return | vs SPY | Fair Value | vs FV |
|---|---|---|---|---|---|---|---|---|
| ZETA | Zeta Global Holdings Corp | 2024-12-29 | $17.67 | $18.58 | 5.15% | 4.72% | $24.50 | -24.16% |
| MSFT | Microsoft Corp | 2024-11-02 | $410.37 | $429.03 | 4.55% | -0.10% | $554.00 | -22.56% |
| ODD | Oddity Tech, Ltd | 2024-08-11 | $37.85 | $44.87 | 18.55% | 6.43% | $57.50 | -21.97% |
| FLYW | Flywire Corp | 2024-06-19 | $15.39 | $20.03 | 30.15% | 21.20% | $19.25 | 4.05% |
| CELH | Celsius Holdings, Inc | 2024-06-12 | $61.69 | $27.23 | -55.86% | -66.24% | $32.00 | -14.91% |
| TOST | Toast Inc | 2024-04-20 | $21.62 | $37.88 | 75.21% | 54.52% | $28.50 | 32.91% |
| CPNG | Coupang, Inc | 2024-02-07 | $14.04 | $22.06 | 57.12% | 36.15% | $23.50 | -6.13% |
| HIMS | Hims & Hers Health | 2023-11-24 | $8.09 | $27.85 | 244.25% | 212.92% | $28.00 | -0.54% |
| MNDY | monday.com Ltd. | 2023-10-22 | $132.01 | $242.05 | 83.36% | 41.48% | $210.00 | 15.26% |
| GLBE | Global-e Online Ltd | 2023-05-03 | $26.46 | $56.10 | 112.02% | 66.56% | $47.00 | 19.36% |
| ZS | Zscaler, Inc | 2023-04-27 | $93.07 | $187.58 | 101.55% | 53.76% | $158.00 | 18.72% |
| V | Visa Inc | 2023-02-26 | $219.55 | $319.62 | 45.58% | -5.18% | $361.00 | -11.46% |
| ADSK | Autodesk, Inc | 2023-01-02 | $186.87 | $291.45 | 55.96% | -0.29% | $267.00 | 9.16% |
| NOW | ServiceNow, Inc | 2022-12-24 | $381.86 | $1,071.48 | 180.59% | 124.53% | $723.00 | 48.20% |
| ABNB | Airbnb, Inc | 2022-12-10 | $94.70 | $135.12 | 42.68% | -9.27% | $167.00 | -19.09% |
| FTNT | Fortinet, Inc | 2022-11-25 | $52.91 | $94.23 | 78.09% | 29.57% | $93.00 | 1.32% |
| TEAM | Atlassian Corp | 2022-11-18 | $118.76 | $252.36 | 112.50% | 61.60% | $224.00 | 12.66% |
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Watch List
| VTEX | -14.29% |
| S | 8.93% |
| CRWD | 70.81% |
| SEMR | 8.00% |
| SNOW | 18.60% |
| SE | 55.51% |
vs. Fair Value Estimates
Buy List
| GOOG | -32.11% |
| NYAX | -49.75% |
| ASR | -28.60% |
| PAYC | -27.87% |
| HRMY | -42.57% |
| YOU | -46.86% |
| MELI | -25.58% |
| ADBE | -33.64% |
vs. Fair Value Estimates
Hold List
| ZETA | -24.16% |
| MSFT | -22.56% |
| ODD | -21.97% |
| FLYW | 4.05% |
| CELH | -14.91% |
| TOST | 32.91% |
| CPNG | -6.13% |
| HIMS | -0.54% |
| MNDY | 15.26% |
| GLBE | 19.36% |
| ZS | 18.72% |
| V | -11.46% |
| ADSK | 9.16% |
| NOW | 48.20% |
| ABNB | -19.09% |
| FTNT | 1.32% |
| TEAM | 12.66% |
vs. Fair Value Estimates